Advisor profile


My approach

My Mission: The mission of my financial planning practice is to help clients create and preserve their wealth. I do this by using my skills, knowledge and experience to provide prudent investment advice and financial planning strategies which can be adjusted with your life changes. I believe:

1. Goals are important

2. A flexible plan is essential to help you stay on track

3. Your wealth must be properly allocated towards your goals

4. Protection of your assets is necessary

5. Legal documents must be kept current

6. Regular reviews are critical

7. Relationships are built over time

My Approach:

My approach is simple – I want to really get to know you. I want to be able to understand your personal financial situation and goals. By taking time to listen attentively, I can help you develop a financial plan focused on helping you enjoy your hard-earned wealth to the fullest. I will leverage technology to save you valuable time and to best serve your needs.

I am well equipped to serve the needs of the hardworking men and women of Madison, Wisconsin who make their careers in the public service sector. I have years of extensive experience working with your benefits options. My objective is to help you leverage those benefits to the fullest extent possible.

Investing for impact and sustainability is a focus for my team. This follows Environmental, Social and Governance (ESG) factors. Many of my clients enjoy aligning their investments with these principles.

My Approach - Disclosure: Investing for sustainability and impact may use investment selection methods that include: security screening, thematic focus, community investing, shareholder advocacy and social venture capital. The limitations and constraints of some of these methods may present increased risk and may impact performance compared to more broadly diversified investments and strategies.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • Regional Franchise Advisory Council
  • FINRA Series 24 General Securities Principal
  • FINRA Series 7 & 63 General Securities Representative, Uniform Securities Agent

Education

  • University of Wisconsin - Madison 1995 -- Personal Finance

Interests

  • I have two very active boys, David (18) and Alex (15).
  • I enjoy touring the bike trails around Madison, Wisconsin.
  • I compete in marathons and triathlons.
  • Completed the Ironman race in 2008.

Community participation

  • UW-Madison 403(b) Liaison
  • Wisconsin Public Radio Sponsor
  • Susan G. Komen Race for the Cure
  • Red Cross
  • ScoutMaster for Boy Scout Troop 102
  • Life time member of the Willy Street Coop, Madison, WI
  • Toys for Tots
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran of our nations’ military, I am especially proud of this philanthropic partnership.
  • For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2004-2019
  • Ameriprise Diamond Ring Club, 2016